This is the second in a two-part series on attorney-client privilege and work product protection. We did not plan it this way, but our recent This Is Why Board Presentations Are Privileged And Protected blogpost generated a lot of interest, and the Pennsylvania Supreme Court issued an important opinion last week on these topics, so
It is a fairly common situation. A company is facing an issue that someone thinks the board of directors ought to know about, so general counsel retains outside counsel to provide advice. Maybe outside counsel prepares a memo. Maybe he or she appears at a board meeting to give a presentation with others from the
So you’re sitting next to one of your client’s senior executives. You’re at a large table in a larger conference room. There’s a lawyer for every seat at the table. There’s a court reporter in the room. A videographer too. The lawyer across the table from you slides a document to your client and gives